Understanding Deferred Variable Annuities’ Two Phases
By John L. Olsen and Michael E. KitcesProper handling of the two phases accumulation and distribution is essential for maximizing a deferred VAs impact.
August 14, 2017
Using Sharpe’s ‘Tracks in the Sand’ to Build Better PortfoliosLooking at a fund managers behavior is key to determining whether their investment style is appropriate for your clients.
August 12, 2017
5 Prospecting Methods That Really WorkWhile theres no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
August 12, 2017
5 Prospecting Methods That Really WorkWhile theres no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
August 11, 2017
3 Ways to Combat Health Reform ChaosWashington is a mess and your group clients still have companies to run, and employees to cover.
August 11, 2017
The Case of the Mysterious Best-Interest StandardI recently received an email from an advisor who is upset about Labor's fiduciary rule and came up with some creative ways to express it.
August 11, 2017
7 Ways To Sell More By Presenting BetterYou might not like Bill Clinton, or Bono, but they have something to teach you.
August 10, 2017
Enhancing Your Business with SRI and TechnologyAdvisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
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